Registered Programs
Resources for Registered Programs
Please find information, forms and updates related to CFP Board Registered Programs below.
Helpful Resources
Program Registration Criteria
Registered Program Content
Learning Objectives
Registered Program Reporting Schedule and Fees
FAQ - Using the Registered Programs Portal
CFP BOARD KEY ELEMENTS | SECURE ACT 2019 | LEARNING OBJECTIVES
CFP Board Key Elements | Tax Cuts & Jobs Act 2017 | Learning Objectives
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Education Verification System
As a CFP Board Registered Program, you must report completion of the coursework requirement on behalf of your students to CFP Board. This verifies their eligibility to sit for the CFP® exam and allows us to track their progress towards CFP® certification.
Completion of a candidate's coursework requirement through a registered program is to be reported by the school through the education verification system. This can be done through the CFP Board account of the program’s director and primary or secondary contact using the template provided.
Important tips for formatting and uploading your eligibility list are provided in the tip sheet.
Login to the Education Verification System
Tip Sheet for Using the Education Verification System
Template for Eligibility List Uploads
Personal Information Release Form
CFP Board Career Center
Encourage your students and graduates to visit the online CFP Board Career Center that will serve as the destination for those interested in a career as a financial planner, the CFP® certification, and job and internship opportunities.
Financial Planning Challenge
CFP Board is pleased to collaborate with the Financial Planning Association® (FPA®), the Academy of Financial Services and Ameriprise Financial to host the Financial Planning Challenge.
The Financial Planning Challenge is a competition created to support the next generation of financial planners by:
- Engaging students and program directors in the financial planning community.
- Raising awareness of career opportunities.
- Encouraging learning and networking in the financial planning profession.
COPYRIGHT PERMISSION Request FORM
Use this form to request permission from CFP Board for the nonexclusive right to use website content or other published materials owned by CFP Board.